Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,690 | $157,304-63.3% | $141,197-59.1% | $152,909-62.3% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.5%-3.3pp |
| Annual return | 26.75% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,122 | $5,263-78.7% | $4,736-76.3% | $4,764-76.5% |
| Participant deferral / active EE | $6,348 | $7,111-10.7% | $6,710-5.4% | $5,851+8.5% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |